Institutional
    SEC Registered

    New England Asset Management, Inc.

    Registered investment advisor · Farmington, Connecticut · CRD #105900

    Assets Under Management
    $111.7B
    Client Accounts
    1,001
    Employees
    122
    CRD Number
    105900
    Registration
    SEC Registered
    Custodian
    The Bank Of New York Mellon Corporation, U.s. Bank National Association, Citibank, Na

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About New England Asset Management, Inc.

    New England Asset Management, Inc. (NEAM) is a specialized asset management firm based in Farmington, Connecticut. Founded in 1984, NEAM is a subsidiary of General Re, part of the Berkshire Hathaway group. The firm manages approximately $85.8 billion in assets, primarily focused on providing investment management solutions tailored for the insurance industry. Led by CEO William Rotatori, NEAM employs over 100 professionals dedicated to exceptional client service. NEAM's mission is to support th

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is New England Asset Management, Inc.'s AUM?

    New England Asset Management, Inc. reports approximately $111.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is New England Asset Management, Inc. headquartered?

    New England Asset Management, Inc. is headquartered in Farmington, Connecticut.

    What is New England Asset Management, Inc.'s CRD number?

    New England Asset Management, Inc.'s CRD number is 105900. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does New England Asset Management, Inc. manage?

    New England Asset Management, Inc. manages approximately 1,001 client accounts according to its latest SEC filing.

    Is New England Asset Management, Inc. SEC registered?

    Yes, New England Asset Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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